Why the End of Financial Year Matters Beyond the Numbers
Most people associate the end of the financial year (EOFY) with accounting, tax returns, and closing out reports. And while those are important, they’re only part of the picture. Running a purposeful business means looking at the bigger picture: your systems, your offers, your client relationships, and your overall alignment with your mission.
For us, EOFY is a perfect time to pause and reflect.
- Are your business operations supporting the way you want to work?
- Are your offerings still resonating with your ideal clients?
- Are you attracting the right people?
These questions are just as vital as balancing your books.
Aligning Business with Your Purpose
Beyond the numbers, success is also about HOW you run your business and the way you work. When there is alignment between what you do and how you do it, purpose and profit thrive. Consider these questions:
- Are you running your business the way you want?
- Are your clients the kind of people you love working with?
- Are you showing up authentically?
It’s easy to get caught up in chasing short-term gains, but long-term success comes from staying true to your vision and purpose.
I often reflect on whether I’m operating as a CEO thinking strategically, planning for growth, and delegating effectively or if I’ve fallen into just managing daily tasks. For example, having an operations manager handle my inbox and admin tasks has freed up about 30% of my time, which I’ve reinvested into strategic growth. That shift has led to significant business expansion, higher revenue and greater fulfillment.
Time to Take Action
With just a couple of weeks left before the new financial year, now is the perfect time to schedule some deep-dive sessions. Here are four deep dive sessions that will help ensure your business, and finances are aligned:
Review your tech stack & systems
- What technology and systems are you using?
- Are they adding value to your business, or distracting you?
- What is missing? Ask yourself: Are there areas of the business I can automate or outsource?
Review your overall business alignment
Look back honestly and ask:
- Did I run the business the way I wanted to?
- Did I run my business like a CEO, a manager or an employee?
- Did you work with the clients you truly enjoy and who value what you bring?
- Did you show up and lead in a way that feels authentic to you — or did you feel pulled off track?
- Most importantly: Is your financial success aligned with your vision and mission — or is it time for a reset?
Revisit your vision
- Are you still building what you truly want, or have you drifted off course?
- Ask yourself: Where do you truly want to be this time next year?
- Set revenue AND impact goals that feel exciting and achievable
- Build a budget and plan that supports your mission, not just your expenses.
Review what no longer serves you
- Are there clients, offers or tasks draining your time or profit?
- Levelling up often means letting go: what tasks or roles no longer serve you? Release them with gratitude.
- What can you delegate, automate or stop altogether to create space for the work only you can do?
Doing this now will set you up for a more purposeful, aligned, and successful year ahead.
Taking the time to do a thoughtful end-of-year review can transform your business. When you align your systems, offerings, and mindset with your purpose, you attract the right clients, grow authentically, and enjoy the journey even more.
Remember, it’s not just about hitting financial targets. It’s about ensuring your business reflects your values, serves your clients authentically, and positions you for sustainable growth.
